Benny was born and raised in Idaho by two schoolteachers who fostered his passion for continuing education. After high school, Benny went on to The College of Idaho where he planned to pursue a position in higher education. Joining Legacy Wealth Management immediately after his undergraduate, he found his passion for education in the financial world.

Benny’s professional introduction to the financial world was managing the relationship of a partner of Legacy Wealth Management’s. As a part of that team, Benny helped design and implement a workflow that oversaw the onboarding of over 1,000 households. During this time, Benny realized his true passion lay in educating business owners and high net worth individuals about the solutions available to their financial plan. In October of 2021, Benny became an Accredited Asset Management Specialist (AAMS), a designation from the College for Financial Planning which emphasizes providing solutions to the complex financial concerns of business owners and high net worth individuals.

Benny’s favorite part about the job is educating clients about alternative investments. Not many people are aware of the breadth of investment options available to the public. From purchasing fractional shares of an apartment complex to participating in the drilling of oil and natural gas, alternative investments can not only add meaningful diversification to your portfolio, but they can also offer unique tax benefits as well.

In his free time, you can find Benny in any of Idaho’s mountain ranges with his wife Dana Jo hiking, skiing, camping, or anything the weather deems appropriate. On a more relaxing note, Benny likes to curl up with a craft roast coffee and read fantasy novels the likes of A Song of Ice and Fire by George R.R. Martin, The Stormlight Archive by Brandon Sanderson, as well as financial and business success stories such as The Holy Grail of Investing by Tony Robbins and Conscious Capitalism by John Mackey and Raj Sisodia.